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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,383 | $157,296-49.5% | $141,191-43.8% | $152,897-48.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.37% | 64.34%-44.0pp | 71.41%-51.0pp | 345.43%-325.1pp |
| Employer contribution / active EE | $6,408 | $5,262+21.8% | $4,736+35.3% | $4,764+34.5% |
| Participant deferral / active EE | $7,632 | $7,111+7.3% | $6,710+13.7% | $5,851+30.4% |
| Admin fee / account holder | $5,474 | $12,125-54.9% | $10,264-46.7% | $11,599-52.8% |